+4,770.1%
DELL vs XHB
+206.2%
+4,563.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +3.4% |
| 7D | +25.6% | +0.2% | +25.4% | +25.5% |
| 30D | +17.7% | -9.1% | +26.7% | +24.8% |
| 3M | +33.4% | -2.3% | +35.8% | +34.2% |
| 6M | +266.2% | -4.1% | +270.3% | +272.4% |
| YTD | +328.0% | -1.7% | +329.7% | +327.5% |
| 1Y | +339.6% | -15.1% | +354.7% | +381.5% |
| 3Y | +694.6% | +26.8% | +667.8% | +552.9% |
| 5Y | +1,122.0% | +37.3% | +1,084.6% | +832.9% |
| 10Y | +4,062.5% | +205.7% | +3,856.8% | +1,789.2% |
| All | +4,770.1% | +206.2% | +4,563.9% | +2,097.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XHB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling